Wake County NC Elderly Homestead Exclusion
Wake County, NC: North Carolina homeowners 65 or older (or totally and permanently disabled) with income of $38,800 or less can exclude the greater of $25,000 or 50% of their home's appraised value from property tax. Apply with form AV-9 by June 1.
North Carolina Elderly or Disabled Homestead Exclusion in Wake County
| Who qualifies | Age 65 or older, or totally and permanently disabled; North Carolina resident; permanent residence |
|---|---|
| Income limit | $38,800 for 2026 (combined income of owner and spouse) |
| Benefit | Excludes the greater of $25,000 or 50% of the appraised value of the residence |
| Form | AV-9, filed with the county tax office |
| Deadline | June 1 |
Official Wake County page: https://www.wake.gov/departments-government/tax-administration/tax-bill-help/need-help-paying-your-property-tax-bill
Common questions
What is the income limit for the NC elderly exclusion in 2026?
$38,800, counting the income of the owner and spouse.
How much does the exclusion save?
It removes the greater of $25,000 or half of your home's appraised value from taxation.
Do I need to reapply every year?
Usually not, but you must tell the tax office if your income or residence changes.
When is the deadline?
June 1, using form AV-9.
Related
- Wake County, NC property tax rate
- NC property tax overview
- Mecklenburg County NC Elderly Homestead Exclusion
Last reviewed October 31, 2026. Figures come from the official sources linked above for the tax year shown. Rules and amounts change each year; confirm your eligibility with the Wake County assessor or tax office before you apply. This page is general information, not tax or legal advice.